13F 机构持仓

RWA WEALTH PARTNERS, LLC

BOSTON MA · SEC CIK 0001544576

2026Q22026Q1 更早 9 个季度 🔒
$104.44亿2026Q2 申报市值
645持仓数
51.6%前十大占比 · 第一大 11.1%
50 / 27新建仓 / 清仓
申报市值走势$104.44亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VUG 11.1%
VEA 10.3%
AGG 8.7%
VTV 7.3%
VWO 2.7%
VGSH 2.5%
AAPL 2.3%
MUB 2.3%
CNEQ 2.2%
VTEB 2.2%

2026Q2 买入最多 按季末市值估算

AGG 加仓+$5,669.79万
VEA 加仓+$3,464.52万
QQQ 加仓+$2,684.12万
IWD 加仓+$2,443.74万
EXXON MOBIL CORP 加仓+$2,394.20万

2026Q2 卖出最多 按季末市值估算

VGSH 减仓-$3,687.99万
VYM 减仓-$2,569.44万
USMV 减仓-$2,282.23万
QCOM 减仓-$1,803.44万
HON 减仓-$1,381.37万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
SO SOUTHERN CO $74.66万0.01%7,801 1652.2% $1.58万 加仓
BSM BLACK STONE MINERALS L P $74.32万0.01%53,203 8,25418.4% $11.53万 加仓
— KRANESHARES TRUST $72.96万0.01%17,701 00.0% — 不变
IBB ISHARES TR $72.82万0.01%3,829 -460-10.7% -$8.75万 减仓
SCHZ SCHWAB STRATEGIC TR $72.66万0.01%31,416 31,416— $72.66万 新建仓
NOBL PROSHARES TR $72.64万0.01%12,934 120.1% $674 加仓
ORLY OREILLY AUTOMOTIVE INC $71.09万0.01%7,720 75510.8% $6.95万 加仓
ADBE ADOBE INC $71.05万0.01%3,465 -3-0.1% -$615 减仓
XLU SELECT SECTOR SPDR TR $70.82万0.01%15,621 -437-2.7% -$1.98万 减仓
LH LABCORP HOLDINGS INC $70.64万0.01%2,523 -10-0.4% -$2,800 减仓
H HYATT HOTELS CORP $70.32万0.01%3,628 00.0% — 不变
WSO WATSCO INC $70.31万0.01%1,687 00.0% — 不变
ITA ISHARES TR $70.17万0.01%2,895 95048.8% $23.03万 加仓
VCIT VANGUARD SCOTTSDALE FDS $69.86万0.01%8,452 -5,779-40.6% -$47.77万 减仓
BIV VANGUARD BD INDEX FDS $69.68万0.01%9,085 200.2% $1,534 加仓
ESGU ISHARES TR $69.45万0.01%4,243 00.0% — 不变
WAT WATERS CORP $69.16万0.01%1,844 -177-8.8% -$6.64万 减仓
SOXL DIREXION SHARES ETF TRUST $69.13万0.01%2,592 -7,773-75.0% -$207.31万 减仓
VIOV VANGUARD ADMIRAL FDS INC $68.24万0.01%5,816 00.0% — 不变
CMCSA COMCAST CORP NEW $68.20万0.01%27,779 -9,054-24.6% -$22.23万 减仓
GDX VANECK ETF TRUST $67.81万0.01%8,988 00.0% — 不变
TDG TRANSDIGM GROUP INC $67.41万0.01%506 16950.1% $22.51万 加仓
VTR VENTAS INC $67.05万0.01%7,550 1161.6% $1.03万 加仓
CLF CLEVELAND-CLIFFS INC NEW $66.42万0.01%70,734 2,1003.1% $1.97万 加仓
GM GENERAL MTRS CO $66.23万0.01%8,592 2252.7% $1.73万 加仓
PAAS PAN AMERN SILVER CORP $65.89万0.01%14,710 00.0% — 不变
LEMB ISHARES INC $65.85万0.01%15,520 -11,068-41.6% -$46.96万 减仓
MGC VANGUARD WORLD FD $65.66万0.01%2,400 10.0% $274 加仓
HP HELMERICH & PAYNE INC $65.52万0.01%20,013 130.1% $426 加仓
XLI SELECT SECTOR SPDR TR $65.31万0.01%3,526 64722.5% $11.98万 加仓
WYNN WYNN RESORTS LTD $65.24万0.01%6,720 -1-0.0% -$97 减仓
SGOV ISHARES TR $65.16万0.01%6,473 -2,951-31.3% -$29.71万 减仓
TRV TRAVELERS COMPANIES INC $64.83万0.01%1,964 -73-3.6% -$2.41万 减仓
VLO VALERO ENERGY CORP $63.97万0.01%2,456 -37-1.5% -$9,638 减仓
VMBS VANGUARD SCOTTSDALE FDS $63.66万0.01%13,600 -693-4.8% -$3.24万 减仓
STT STATE STR CORP $63.52万0.01%3,745 -107-2.8% -$1.81万 减仓
CME CME GROUP INC $63.26万0.01%2,865 652.3% $1.44万 加仓
MINT PIMCO ETF TR $63.23万0.01%6,272 -6,384-50.4% -$64.36万 减仓
DASH DOORDASH INC $63.22万0.01%3,426 -19-0.6% -$3,506 减仓
ACN ACCENTURE PLC IRELAND $62.76万0.01%5,043 -1,780-26.1% -$22.15万 减仓
HAP VANECK ETF TRUST $62.09万0.01%9,049 00.0% — 不变
PCAR PACCAR INC $61.56万0.01%5,125 731.4% $8,769 加仓
LFUS LITTELFUSE INC $60.24万0.01%1,323 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. $59.54万0.01%6,529 2,34756.1% $21.40万 加仓
ECL ECOLAB INC $59.51万0.01%2,136 -14-0.7% -$3,901 减仓
EOG EOG RES INC $59.17万0.01%4,561 2,684143.0% $34.82万 加仓
CARR CARRIER GLOBAL CORPORATION $57.76万0.01%7,874 3,54681.9% $26.01万 加仓
JLL JONES LANG LASALLE INC $57.22万0.01%1,846 00.0% — 不变
STE STERIS PLC $57.06万0.01%2,710 -3-0.1% -$632 减仓
DSI ISHARES TR $56.88万0.01%3,995 -800-16.7% -$11.39万 减仓
L LOEWS CORP $56.87万0.01%5,023 110.2% $1,245 加仓
NVR NVR INC $56.55万0.01%83 4093.0% $27.25万 加仓
MET METLIFE INC $56.43万0.01%6,670 470.7% $3,976 加仓
IWO ISHARES TR $55.67万0.01%1,413 -21-1.5% -$8,273 减仓
IYY ISHARES TR $55.49万0.01%3,044 00.0% — 不变
— DIMENSIONAL ETF TRUST $55.45万0.01%12,500 00.0% — 不变
EWY ISHARES INC $55.30万0.01%2,739 00.0% — 不变
JEPQ J P MORGAN EXCHANGE TRADED F $54.75万0.01%8,908 00.0% — 不变
EUFN ISHARES TR $54.59万0.01%14,000 00.0% — 不变
NVMI NOVA LTD $54.29万0.01%1,000 00.0% — 不变
DD DUPONT DE NEMOURS INC $53.56万0.01%3,949 -8,092-67.2% -$109.76万 减仓
IYH ISHARES TR $53.41万0.01%7,970 3,09363.4% $20.73万 加仓
USB US BANCORP $53.31万0.01%8,826 -15-0.2% -$906 减仓
EWJ ISHARES INC $53.06万0.01%5,689 5109.8% $4.76万 加仓
VCEB VANGUARD WORLD FD $52.53万0.01%8,370 -297-3.4% -$1.86万 减仓
USMV ISHARES TR $52.11万0.00%5,402 -236,597-97.8% -$2,282.23万 减仓
MSI MOTOROLA SOLUTIONS INC $51.76万0.00%1,246 1099.6% $4.53万 加仓
WRB BERKLEY W R CORP $51.21万0.00%7,261 10.0% $71 加仓
FIGS FIGS INC $51.15万0.00%50,000 00.0% — 不变
ATO ATMOS ENERGY CORP $51.11万0.00%2,967 40.1% $689 加仓
IGSB ISHARES TR $50.53万0.00%9,642 95010.9% $4.98万 加仓
ISCF ISHARES TR $49.83万0.00%11,511 -586-4.8% -$2.54万 减仓
IYF ISHARES TR $49.67万0.00%3,895 00.0% — 不变
— FIDELITY COVINGTON TRUST $49.41万0.00%19,910 00.0% — 不变
ROST ROSS STORES INC $49.02万0.00%2,303 733.3% $1.55万 加仓
NEAR ISHARES U S ETF TR $48.43万0.00%9,560 1021.1% $5,167 加仓
COKE COCA COLA CONS INC $48.04万0.00%2,516 00.0% — 不变
EXEL EXELIXIS INC $47.91万0.00%8,806 00.0% — 不变
ALK ALASKA AIR GROUP INC $47.91万0.00%9,178 110.1% $574 加仓
ONB OLD NATL BANCORP IND $47.85万0.00%18,476 10.0% $26 加仓
WCMI FIRST TR EXCHANGE-TRADED FD $47.69万0.00%24,370 24,370— $47.69万 新建仓
JCI JOHNSON CONTROLS INTERNATION $47.67万0.00%3,263 1,46081.0% $21.33万 加仓
EIS ISHARES INC $47.58万0.00%3,942 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO $47.35万0.00%2,062 391.9% $8,955 加仓
RSG REPUBLIC SVCS INC $47.15万0.00%2,213 -33-1.5% -$7,031 减仓
NTNX NUTANIX INC $46.93万0.00%9,210 40.0% $204 加仓
SBR SABINE RTY TR $46.72万0.00%6,383 -486-7.1% -$3.56万 减仓
USHY ISHARES TR $45.87万0.00%12,391 12,391— $45.87万 新建仓
SHOP SHOPIFY INC $45.72万0.00%4,004 391.0% $4,453 加仓
FICO FAIR ISAAC CORP $45.40万0.00%380 00.0% — 不变
TIP ISHARES TR $44.63万0.00%4,078 671.7% $7,332 加仓
NHC NATIONAL HEALTHCARE CORP $44.41万0.00%2,101 10.0% $211 加仓
VTRS VIATRIS INC $43.59万0.00%27,452 4851.8% $7,702 加仓
SMCI SUPER MICRO COMPUTER INC $43.50万0.00%14,832 -2-0.0% -$59 减仓
GNRC GENERAC HLDGS INC $42.57万0.00%1,454 00.0% — 不变
TGB TREKOR METALS LTD $42.56万0.00%61,856 61,856— $42.56万 新建仓
— WISDOMTREE TR $42.03万0.00%5,840 00.0% — 不变
FNDF SCHWAB STRATEGIC TR $41.92万0.00%7,946 1,05515.3% $5.57万 加仓
COIN COINBASE GLOBAL INC $41.82万0.00%2,861 2107.9% $3.07万 加仓
— TOUCHSTONE ETF TRUST $41.57万0.00%15,736 00.0% — 不变